Post
此乃何物
#SK海力士Q3财报在即，HBM4能否提振盈利？
股价已从高点大幅回调，乐观预期很大程度上已提前定价。本季数字本身不是焦点，关键看HBM4量产进度、份额维持情况以及明年资本开支/出货指引。指引扎实有支撑，确认延迟则容易兑现利好后回吐。简单说：基本面仍强，但短期弹性有限，风险偏向上修预期能否兑现。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$68,100.7-0.01%
ETH/USDTEthereum
$1,919.37-0.01%
SOL/USDTSolana
$78.12-0.02%
Today’s market buzz
1#Jensen Huang Involved in Chinese Spy Rumors and Controversy Over NVIDIA CEO's Future
2#U.S. October existing home sales hit a 16-year low
3#Anthropic launches IPO roadshow, valuation rebounds to $1.8 trillion